WealthPLAN Partners’s Novavax NVAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-25
| Closed | -$186 | – | 852 |
|
2023
Q2 | $186 | Hold |
25
| – | – | ﹤0.01% | 1214 |
|
2023
Q1 | $173 | Buy |
+25
| New | +$173 | ﹤0.01% | 1280 |
|
2017
Q2 | – | Sell |
-25
| Closed | -$515 | – | 339 |
|
2017
Q1 | $515 | Buy |
+25
| New | +$515 | ﹤0.01% | 444 |
|
2016
Q3 | $12K | Buy |
300
+25
| +9% | +$1K | ﹤0.01% | 568 |
|
2016
Q2 | $21.8K | Buy |
+275
| New | +$21.8K | ﹤0.01% | 1359 |
|